John P. Sarbanes Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 6, 2013. Includes 11 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$162K

2013 annual disclosure

Total Assets

$128K - $395K

11 assets

Total Liabilities

$70K - $130K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$632K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$799K
2009	$370K
2010	$700K
2011	$609K
2012	$108K
2013	$162K

Assets by Category

Retirement & Pension$116K (3)

Mutual Funds$73K (5)

Bank & Cash$73K (3)

Top Stock Holdings (from trades)

State Street SPDR S&P 500 ETF TrustSPY

$24K

All Assets (11)

Asset	Type	Owner	Value	Income
Charles Schwab Dodge & Cox Stock	Mutual Funds	Joint	N/A	Dividends $1 - $200
Citibank account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
ING Direct bank account	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Maryland College Investment Plan Portfolio 2015	Retirement & Pension	Self	$50,000 - $100,000	Tax-Deferred
Morgan Stanley American Cap World Growth & Income	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley International Washington Mutual	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Money Market Fund (see footnote 2)	Mutual Funds	Spouse	N/A	Interest $1 - $200
Vanguard Growth & Inc. Fd A	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Vanguard Traditional IRA Tgt Ret 2030	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
Wells Fargo Bank Accounts	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Wells Fargo Traditional IRA Retirement Savings Certificate	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred Interest

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Baltimore County Savings Bank	mortgage	$50,001 - $100,000	—	—
Wells Fargo	line of credit	$10,001 - $15,000	—	—
Baltimore County Savings Bank	mortgage	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$24K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).